Private Client

Asset Protection

Lawful asset planning starts with the obligations and risks around existing ownership.

Discuss your priorities

The wider perspective

Your life is connected. Your advice should be too.

Family, business interests and personal assets rarely exist in isolation. Millcorn Private Client connects the professional questions around ownership, continuity and life across borders, with attention to the people and priorities behind each decision.

In focus

An asset planning issues map for coordinated legal and tax review.

From perspective to action

An asset planning issues map for coordinated legal and tax review.

Privacy, access to information and authority to make decisions should be agreed from the outset.

The engagement begins with a shared view of the questions to resolve, the work to be delivered and who is responsible. As the matter develops, the plan can be reviewed against new information and changing priorities.

Explore your next step

Where we can help

The questions that matter.

Asset Protection

01

Ownership and exposure

The starting point is the existing ownership structure, obligations and legitimate purpose of the arrangements.

Existing ownership, family arrangements and advisers are the starting point.

02

Structural options

Legal, tax and administrative consequences are considered together before changes are proposed.

A change in one country or one family asset can affect tax, succession and administration elsewhere.

03

Reporting and governance

Professional advice is based on the actual circumstances and applicable law, with clear records of decisions and responsibilities.

Privacy, access to information and authority to make decisions should be agreed from the outset.

See the connections

One decision. A wider impact.

A change in one country or one family asset can affect tax, succession and administration elsewhere.

We identify the dependencies early, so the relevant professionals can work from a shared understanding of the objective and the information available.

Talk through the connections
How the work connects
Millcorn●
  1. 01Ownership and exposure
  2. 02Structural options
  3. 03Reporting and governance

Designed for the next decision

Clarity you can work with.

The exact scope and deliverables are agreed for your circumstances. The aim is to make the relevant information, choices and responsibilities clear.

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A consolidated picture of your affairs

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An adviser and responsibility map

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A programme for decisions and review

Working together

A clear path through the work.

  1. 01

    Understand your priorities

    Lawful asset planning starts with the obligations and risks around existing ownership.

  2. 02

    Connect the arrangements

    Existing ownership, family arrangements and advisers are the starting point.

  3. 03

    Support continuity

    An asset planning issues map for coordinated legal and tax review.

Before we speak

Start with your priorities.

A complete file is not needed for an initial enquiry. Tell us what you want to achieve, the countries involved and any relevant dates.

Ownership records, obligations, current arrangements.

Start a conversation
What information is useful at the outset?+

Ownership records, obligations, current arrangements. We will identify what needs to be clarified before agreeing the engagement.

How does this connect with other advice?+

A change in one country or one family asset can affect tax, succession and administration elsewhere.

How are fees and timing agreed?+

The relevant professionals review the circumstances, available information and dependencies. Scope, responsibilities, fees and the timetable are then agreed for the specific engagement.

Your next move

Let’s talk about what matters to you.

Start a conversation